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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
Benchmark Investment Advisors
Illinois
$664K +$711K +88,000 New
MSA
77
Marino Stram & Associates
Massachusetts
$653K
WA
78
Waverly Advisors
Alabama
$649K +$583K +72,088 +515%
Mariner
79
Mariner
Kansas
$644K -$1.71K -212 -0.2%
KPWS
80
Kestra Private Wealth Services
Texas
$641K -$84K -10,389 -11%
LFAS
81
Level Four Advisory Services
Texas
$634K +$3.24K +401 +0.5%
AHL
82
Abel Hall LLC
Louisiana
$630K +$110K +13,600 +19%
PFS
83
Prospera Financial Services
Texas
$622K +$122K +15,041 +22%
SWM
84
Spire Wealth Management
Virginia
$603K -$67.1K -8,300 -9%
SDAM
85
Shulman DeMeo Asset Management
New York
$586K -$61.9K -7,653 -9%
BI
86
Bramshill Investments
Florida
$568K -$3.85K -476 -0.6%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$562K +$202K +24,938 +50%
RIL
88
Rothschild Investment LLC
Illinois
$536K +$39.1K +4,843 +7%
RW
89
RVW Wealth
California
$535K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$534K +$493K +60,980 +617%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$279K +34,485 +100%
PS
92
Principal Securities
Iowa
$511K +$760 +94 +0.1%
IAMOG
93
Investors Asset Management of Georgia
Georgia
$507K +$32.3K +4,000 +6%
CWM
94
Centurion Wealth Management
Virginia
$505K -$6.18K -764 -1%
EAM
95
Everstar Asset Management
North Carolina
$498K +$534K +66,075 New
LOPW
96
Live Oak Private Wealth
North Carolina
$494K
KCIA
97
Kingsbury Capital Investment Advisors
Illinois
$492K +$527K +65,219 New
AWM
98
Accel Wealth Management
Iowa
$490K -$26.8K -3,314 -5%
MFWP
99
Mosaic Family Wealth Partners
Missouri
$463K +$24.3K +3,000 +5%
CRC
100
Curi RMB Capital
Illinois
$463K -$118K -14,648 -19%